CWM
V icon

Cornerstone Wealth Management’s Visa V Stock Holding History

Cornerstone Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.39M Buy
12,809
+249
+2% +$79.9K 0.19% 118
2026
Q1 		$3.8M Sell
12,560
-185
-1% -$59.5K 0.19% 116
2025
Q4 		$4.47M Sell
12,745
-349
-3% -$119K 0.23% 98
2025
Q3 		$4.47M Buy
13,094
+233
+2% +$80.6K 0.25% 94
2025
Q2 		$4.57M Buy
12,861
+77
+0.6% +$26.8K 0.28% 88
2025
Q1 		$4.48M Buy
12,784
+525
+4% +$178K 0.3% 80
2024
Q4 		$3.87M Buy
12,259
+740
+6% +$223K 0.26% 88
2024
Q3 		$3.17M Sell
11,519
-324
-3% -$87.6K 0.22% 96
2024
Q2 		$3.11M Buy
11,843
+667
+6% +$183K 0.24% 97
2024
Q1 		$3.12M Buy
11,176
+229
+2% +$63.2K 0.25% 90
2023
Q4 		$2.85M Sell
10,947
-2,495
-19% -$615K 0.25% 97
2023
Q3 		$3.09M Buy
13,442
+2,742
+26% +$659K 0.29% 83
2023
Q2 		$2.54M Sell
10,700
-141
-1% -$32.3K 0.23% 101
2023
Q1 		$2.44M Buy
+10,841
New +$2.41M 0.24% 97
2022
Q3 		$2.02M Buy
11,368
+405
+4% +$82.4K 0.22% 97
2022
Q2 		$2.16M Buy
10,963
+1,645
+18% +$340K 0.24% 85
2022
Q1 		$2.07M Sell
9,318
-1,478
-14% -$320K 0.2% 104
2021
Q4 		$2.35M Buy
10,796
+862
+9% +$185K 0.22% 105
2021
Q3 		$2.21M Buy
9,934
+47
+0.5% +$11K 0.24% 100
2021
Q2 		$2.31M Buy
9,887
+115
+1% +$26.3K 0.24% 91
2021
Q1 		$2.07M Sell
9,772
-54
-0.5% -$11.4K 0.24% 90
2020
Q4 		$2.15M Buy
9,826
+1,449
+17% +$297K 0.27% 78
2020
Q3 		$1.68M Buy
8,377
+1,534
+22% +$306K 0.25% 78
2020
Q2 		$1.32M Buy
6,843
+516
+8% +$94.3K 0.21% 96
2020
Q1 		$1.02M Sell
6,327
-182
-3% -$34.3K 0.2% 100
2019
Q4 		$1.22M Buy
6,509
+197
+3% +$35.5K 0.2% 103
2019
Q3 		$1.09M Buy
6,312
+1,343
+27% +$239K 0.19% 110
2019
Q2 		$862K Buy
4,969
+906
+22% +$148K 0.15% 145
2019
Q1 		$1.61M Sell
4,063
-445
-10% -$64.1K 0.2% 124
2018
Q4 		$597K Sell
4,508
-458,443
-99% -$63.3M 0.13% 167
2018
Q3 		$4.33M Sell
462,951
-208,383
-31% -$29.6M 0.05% 324
2018
Q2 		$5.07M Buy
671,334
+666,378
+13,446% +$85.8M 0.06% 316
2018
Q1 		$584K Buy
4,956
+86
+2% +$10.4K 0.11% 180
2017
Q4 		$581K Buy
4,870
+545
+13% +$60.2K 0.11% 184
2017
Q3 		$461K Buy
4,325
+134
+3% +$13.6K 0.1% 215
2017
Q2 		$396K Buy
4,191
+404
+11% +$37.5K 0.09% 225
2017
Q1 		$336K Buy
3,787
+39
+1% +$3.35K 0.08% 232
2016
Q4 		$299K Buy
3,748
+228
+6% +$18.3K 0.1% 215
2016
Q3 		$292K Buy
+3,520
New +$282K 0.11% 199

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cornerstone Wealth Management's V Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Visa (V) stake by 2% in Q2 2026, buying an estimated $79.9K and bringing the position to 12,809 shares worth $4.39M. The position accounts for 0.19% of the portfolio, ranked #118.

Cornerstone Wealth Management first reported a position in V in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.07M in Q2 2018. 1,278 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cornerstone Wealth Management held 12,809 shares of Visa worth $4.39M as of Q2 2026.
  • Cornerstone Wealth Management bought 249 Visa shares in Q2 2026, an estimated $79.9K.
  • Visa made up 0.19% of Cornerstone Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Cornerstone Wealth Management first reported a position in Visa in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Visa position peaked at $5.07M in Q2 2018.
  • 1,278 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.